M&A Human Capital Due Diligence Manager

Mergers & Acquisitions | M&A and Restructuring
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Position Summary

M&A Human Capital Consultant, Senior Consultant or Manager – Due Diligence

The Mergers & Acquisitions (M&A) offering portfolio pairs leading acquisition and divestiture experience with broad global scale and industry and functional depth. Our Human Capital M&A team renders results that help our clients transform their Human Capital practices in ways that lead to significant savings, a leading edge on competition, and greater efficiency.

Our approach to due-diligence focuses on identifying potential risks and supporting clients to implement maximum value realization opportunities. Our Human Capital M&A team performs activities across the M&A life cycle including:

  • Support Human Capital due diligence and post-deal integration / separation activities for private equity and corporate clients
  • Review financial statements, trial balance details, government filings, employee census data, employment agreements, CBAs, and employee benefits and compensation documentation
  • Prepare data request lists and call agendas to facilitate diligence
  • Collaborate across internal and external stakeholders, including other Deloitte diligence workstreams, legal counsel, investment banks, and Client’s HR leadership
  • Facilitate interviews with Target management team
  • Complete analysis including compensation benchmarking, individual equity proceeds (waterfall analysis or fully-diluted share count), employee benefits side-by-side and migration cost analysis, executive compensation review including retention, severance, and transaction bonuses, turnover and open positions
  • Review and analyze HR function stand-alone structure and costs for carve-out situations
  • Contribute material employee-related findings to the Quality of Earnings and Debt-Like analysis
  • Prepare and deliver report findings

Work you’ll do

Consultants in Deloitte’s M&A offering portfolio serve as trusted advisors to their clients in both the corporate and private equity space. They lead workstreams as a part of a larger engagement, including managing client relationships. They deliver client engagements that identify, design, and implement Merger & Acquisition services, with a focus on Organization Transformation and HR Strategy & Excellence. 

Responsibilities include but are not limited to:

  • Perform Human Capital due diligence (some or all of compensation, benefits, HR compliance, labor relations, HR communications, operations and technology, talent and culture) identifying and quantifying transaction risks and opportunities
  • Help clients understand potential employee related “roadblocks” that could compromise deal value realization
  • Identify hurdles that need to be removed to ensure a successful employee transition for Day-1 and beyond
  • Identify transaction related issues and considerations attributed to employee rewards, culture, talent, retention, HR services, and HR technology.
  • Lead diligence discussion with Target company HR and Finance leadership
  • Coordinate findings with other diligence teams at Deloitte, the Client, and external advisors, including accounting, tax, information technology, and legal

 

The team

M&A | Restructuring and Cost Transformation

Our mandate is to enable our clients’ ability to grow, optimize, and fundamentally change the nature of their business and competitive position. We do this via M&A, divestiture, and restructuring services from beginning to end. Our Offering enables pre-deal and post-deal integration, divestiture, and major restructuring/cost transformation activities to achieve/exceed deal value, synergy targets, or strategic cost takeout objectives.

Our Human Capital professionals work closely with clients around the world to develop effective and efficient people-centered solutions. Our team helps clients define their talent strategy and align it with their executive business vision using innovative strategic frameworks that enhance HR service delivery models, set the stage for continuously improving operational excellence, and reimagines the HR brand.

New technologies, platforms, processes and systems are meaningless without the capability to leverage them to the fullest. We are often amazed at how much investment is put into new solutions as compared with the time taken to upskill the HR organization itself. After all, it’s the HR professionals who are truly impacting and delivering the customer experience. Working with Deloitte enables you to focus on building the culture and capabilities you need to deliver for the future so that they don’t get stale in the context of today’s ever-evolving business demands.

Qualifications

  • A candidate must have M&A or M&A Service Delivery Experience in the following areas:
    • Setting engagement objectives and scope.
    • Framing issues and breaking it down into hypotheses to be solved.
    • Developing project work plans and coordinating activities between work streams.
    • Designing deliverable content that reflects a high standard of analysis.
    • Managing cross-functional teams to deliver engagements across all of phases of the M&A lifecycle including due-diligence, pre-close and post-merger integration.
    • Managing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement.
    • Managing day-to-day interactions with executive clients and sponsors.
    • Contributing to the development of proposals.
    • Performing role of counselor and coach; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices.
  • Bachelor's degree and 6+ years in a strategy consulting practice and/or industry experience; alternatively an MBA with 4+ years relevant work experience is acceptable.
  • Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available.
  • Preferred

    • Existing role as an Engagement Manager or Manager equivalent.
    • Track record of advising large and/ or mid-market Private Equity (PE) clients through strategy and diligence (e.g., commercial, operational, carve-out etc.) as an Engagement Manager in a consultative setting. Ideal candidates would have spent at-least 25% of their time advising PE clients Experience at a top strategy consulting firm or private equity / M&A Strategy focused boutique consulting firm.
    • Strong oral and written communication skills, including presentation skills (MS PowerPoint).
    • Strong problem-solving skills.
    • Ability to apply practical experience with communications, culture, and change management.
    • Ability to perform analysis and synthesize data into useful insights.
    • Experience in financial analysis, business process reengineering and operational performance improvement analysis.
    • Experience with staff development and eagerness to mentor junior practitioners.
    • Ability to work independently and manage multiple task assignments.
    • An advanced degree (MBA, PHD, JD, MD, Masters) is preferred.

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our client most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.


As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Requisition code: 73238

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